24 April 2012 15:58
“We don’t want to make predictions about what will happen, but the risks that there will be inflation is a risk that is definitely out there and we want to manage to that,” he says.
infrastructure, forestry, alternatives;, QIC
Colonial First State chief investment officer Jonathan Armitage says a shift away from reliance on US mega-cap tech stocks is reshaping portfolio resilience, with emerging markets, private debt and catastrophe bonds helping to drive returns across the portfolio.
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